Best practices for creating a report with the Business Intelligence (BI) tool in Dutchie POS

Things to Know

• Business Intelligence (BI) tools are built on a platform called Looker, which has its own set of documentation and best practices. The steps outlined here may vary slightly.
• Business Intelligence (BI) is an add-on service and not included in the standard Dutchie POS reporting package. If you are interested in adding BI tools, please reach out to Dutchie Support.

Best practices for creating a report with the Business Intelligence (BI) tool

1. Accessing reports
   In Dutchie POS Backoffice, go to Reports > BI Tools.
2. Define your query
   Clearly describe the question you're answering, e.g., “What are my net sales by budtender and product category in the last 30 days?”
3. Filter data
   Avoid including wholesale, transfer, and void transactions unless necessary. For retail sales, use the following filters:
   • Transactions Is Void: No
   • Transactions Type: Retail
4. Select timespan
   Choose the relevant date range to exclude irrelevant data.
5. Focus on what matters
   Only include data necessary to answer your query.
6. Build data table
   • Select columns from the list on the left.
   • Use fields that return data from the database.
   • Learn more in Build Explorer Reports.
   • Click Run to execute the query.
7. Make it actionable
   Ensure the report presents information that can be immediately used for decision-making.

Tips for configuring Explorer reports

• Expand tables or use keywords
  Use the search or expand tables to find fields.
• Dimensions vs measures
  • Dimensions: Individual records (e.g., categories, budtenders).
  • Measures: Aggregate functions (totals, averages, etc.).
• Add fields to columns or filters
  • Left-click to add fields to columns.
  • Hover over a field and click the filter icon to add it to filters.
• Pivot fields
  Hover over a field and click the pivot icon to rearrange data.
• Auto-refresh dashboards
  Set auto-refresh intervals in Settings.
• Best practices
  • Use Chrome (avoid incognito mode).
  • The BI Dashboard includes wholesale orders, which may differ from BI Reports.
  • BI Reports don’t show historical inventory records when the current inventory is 0.